Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobbi jo? Claim Your ProfileBobbi Jo Forrester Bass is a financial advisor with Fidelity Personal and Workplace Advisors. Bobbi Jo has over 12 years of experience in the financial services industry and holds a Series 7TO, Series 63, Series 66, Series 9, and Series 10 license. Bobbi Jo is registered with FINRA and the state of Texas. She is a board member for Restoration Ministries of Hanover and a member services team member at Burn Boot Camp. Bobbi Jo specializes in providing financial planning, educational seminars, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
10/27/2023 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
BOTH
Issued 04/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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